Bleichroeder LP

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
77
Quarter
2025 Q4
Top Holding
GLD (33.1%)
Top 10 Concentration
82.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 77
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLD
SPDR GOLD TR
ETF 33.12% 32.92% #1
Prev: #1
10.0 no change no change
P
S
475,000 $188,247,250 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMPO
COMPOSECURE INC
Industrials 13.48% 15.91% #2
Prev: #2
7.4 55,210 1.4%
P
S
3,974,676 $76,631,747 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RHLD
RESOLUTE HLDGS ...
Industrials 11.62% 4.52% #3 2
Prev: #5
4.6 -1,569 -0.5%
P
S
319,844 $66,025,397 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 5.64% 7.60% #4 1
Prev: #3
2.3 -7,000 -8.5%
P
S
75,114 $32,027,858 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDXH
MDXHEALTH SA
Healthcare 4.63% 6.69% #5 1
Prev: #4
1.9 no change no change
P
S
7,378,333 $26,340,649 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.91% 4.23% #6
Prev: #6
1.6 no change no change
P
S
32,570 $22,210,134 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOT
DUOS TECHNOLOGI...
Technology 3.22% 2.34% #7 1
Prev: #8
1.3 no change no change
P
S
1,627,806 $18,312,818 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 2.46% 3.02% #8 1
Prev: #7
1.0 no change no change
P
S
90,750 $13,988,205 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDN
INTELLICHECK IN...
Technology 2.44% 2.10% #9
Prev: #9
1.0 no change no change
P
S
2,073,583 $13,851,534 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INVE
IDENTIV INC
Industrials 1.95% 1.94% #10
Prev: #10
0.8 no change no change
P
S
2,884,495 $11,076,461 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.84% 1.90% #11
Prev: #11
0.7 no change no change
P
S
20,000 $10,451,800 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DTIL
PRECISION BIOSC...
Healthcare 1.22% 1.16% #12 1
Prev: #13
2.7 587,500 54.7%
P
S
1,662,500 $6,916,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EYPT
EYEPOINT INC
Healthcare 1.02% 0.71% #13 5
Prev: #18
2.5 60,000 23.4%
P
S
316,515 $5,782,729 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IMMX
IMMIX BIOPHARMA...
Healthcare 0.92% 0.35% #14 15
Prev: #29
2.4 150,000 17.6%
P
S
1,000,000 $5,230,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OWLT
OWLET INC
Healthcare 0.88% 0.45% #15 12
Prev: #27
2.4 40,000 14.8%
P
S
310,000 $5,018,900 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.85% 0.92% #16 1
Prev: #17
0.3 no change no change
P
S
15,000 $4,833,300 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LIQT
LIQTECH INTL IN...
Industrials 0.82% 1.63% #17 5
Prev: #12
0.3 no change no change
P
S
3,182,239 $4,646,069 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PROK
PROKIDNEY CORP
Healthcare 0.79% 0.94% #18 3
Prev: #15
0.3 no change no change
P
S
2,000,000 $4,480,000 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRFH
BARFRESH FOOD G...
Consumer Defensive 0.72% 0.94% #19 3
Prev: #16
0.3 no change no change
P
S
1,390,758 $4,074,921 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WELL
WELLTOWER INC
Real Estate 0.65% 0.69% #20 1
Prev: #19
0.3 no change no change
P
S
20,000 $3,712,200 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLNT
FLUENT INC
Communication Services 0.60% 0.62% #21
Prev: #21
0.2 no change no change
P
S
1,428,571 $3,428,570 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GNLX
GENELUX CORPORA...
Healthcare 0.55% 0.58% #22
Prev: #22
0.2 no change no change
P
S
714,000 $3,113,040 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DMAC
DIAMEDICA THERA...
Healthcare 0.54% 0.51% #23 2
Prev: #25
0.2 no change no change
P
S
382,317 $3,043,243 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NMTC
NEUROONE MED TE...
Healthcare 0.53% 0.69% #24 4
Prev: #20
0.2 no change no change
P
S
4,000,000 $3,032,000 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TV
GRUPO TELEVISA ...
Communication Services 0.53% 0.54% #25 1
Prev: #24
0.2 no change no change
P
S
1,030,000 $2,997,300 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMPOW
COMPOSECURE INC
Industrials 0.00% 0.25%
Sold All 😨
(Was: #32)
0.3 -100,000 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FEAM
5E ADVANCED MAT...
Basic Materials 0.00% 0.19%
Sold All 😨
(Was: #35)
0.3 -285,714 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVOK
EVOKE PHARMA IN...
Healthcare 0.00% 0.14%
Sold All 😨
(Was: #39)
0.3 -146,395 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKOW
ARKO CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #70)
0.3 -333,333 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 77 holdings

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